About Temple Gray

We make the complex understandable, take all the time you need and deliver value for money.
Our bespoke financial planning is based on technical knowledge, cutting edge research and a passion for client satisfaction. Temple Gray are a compact, experienced and very highly qualified team motivated to deliver individual quality client service. We are authorised to advise on all aspects of pension planning including final salary (defined benefit) schemes and are proud to have been awarded the Gold Standard for Pension Transfers accreditation. Based in the North West and Ireland we have clients predominantly throughout the UK. Our clients include industry professionals, individual clients with pension and investment requirements, business owners and senior directors.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • Equity release

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